"Using Pierre definitely made the difference between my passing or failing. He was polite, proficient, and humorous. He was able to make difficult concepts seem easy & interesting. I would never undertake the difficult Wharton CIMA® program without using a coach of Pierre's caliber."
- L.S.

Continuing Education

Beta Education is committed to providing premier education to meet the needs of the financial professional. Many of our courses qualify for continuing education credits for the following designations:

  • Certified Financial Planner (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Investment Management Consultant (CIMC®)
  • Chartered Private Wealth Advisor (CPWA®)
  • PACE (ChFC®, CLU®)
  • Certified Fund Specialist (CFS™)
  • Retirement Income Specialist (RIS™)
  • Certified Trust and Financial Advisor (CTFA™)
  • Certified Retirement Services Professional (CRSP™)
  • Certified Securities Operations Professional (CSOP™)
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Disclaimer

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Privacy Policy

CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst are registered certification marks of the Investment Management Consultants Association, Inc. in the United States, Canada, European Union, and Australia.

IMCA is not connected with Beta Educational Services, LLC, its employees, services, or products. Questions about content or services should be directed to Beta Educational Services, LLC.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and federally registered in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. Beta Educational Services, LLC does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNERTM and certification marks. To read more information on the CFP Board Trademark, click here.

CAIA does not endorse, promote, review or warrant the accuracy of the products or services offered by Beta Educational Services, nor does it endorse any pass rates claimed by the provider. CAIA is not responsible for any fees or costs paid by the user to Beta Educational Services, nor is CAIA responsible for any fees or costs of any person or entity providing any services to Beta Educational Services. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association®, are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.

CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by Beta Educational Services, LLC. CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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